Beacon Data Entry

Basic Info

CUSIP NUMBER *

CUSIP NAME *

INCEPTION DATE *

CLOSE DATE

CUSIP NOTE

SCRAP BOOK

Voya Quest 5 is a flexible premium deferred fixed index annuity with a market value adjustment. The minimum initial contribution is $15,000 for qualified and non-qualified funds. Additional premium payments can be made for a minimum of $1,000.  Interest may be withdrawn from the Fixed Rate Strategy in the first year; 10% of the accumulation value may be withdrawn each contract year after the first without a surrender charge and Market Value Adjustment. Systematic Withdrawal is an option. There are five years of surrender charges which may be waived in the event of death, entrance into a nursing home or diagnosis of a terminal illness. The Voya myIncome Withdrawal Benefit provides an optional guaranteed income for life. There is an optional Return of Premium Benefit which guarantees that if the owner withdraws the entire accumulation value to terminate the contract, the amount paid to the owner will never be less than all premiums paid minus any prior net withdrawals and any applicable premium tax the company withholds for the contract owner. Withdrawals may result in federal income tax and an additional 10% IRS penalty tax prior to age 59 ½.

Contributions & Waivers

Transfers & Bonuses

TRANSACTION TRANSFERS

No Transactions available.

SYSTEMATIC TRANSFERS

No Systematic Transfers available.

BONUSES

No Bonuses available.

Features & Benefits

FEATURES

No Features available.

COMBINE BENEFITS

No Combine Benefits available.

GUARANTEES

Guarantee #2475

Guarantee #3254

Investments

SETTLEMENTS

FIXED ACCOUNTS

No Fixed Accounts available.

INDEXED ACCOUNTS

No Indexed Accounts available.

Riders & Models

ALLOCATION MODELS

No Allocation Models available.

LBR RIDERS

Income Outlook

Income Outlook Plus 5

DBR RIDERS

Basic Death Benefit

Accidental Death Benefit

Charges

INITIAL SALES

No Initial Sales available.

M&E CHARGES

No M&E Charges available.

SURRENDER CHARGES

No Surrender Charges available.

Plans & Other

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NWL Ultra Classic

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